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MUMU

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Position history for APAppaloosa LP's holdings in Micron Technology, Inc.

Yes. Appaloosa holds 975,000 shares of MU (Micron Technology), worth $1.1B, as of its Q2 2026 13F filing. It reduced the position by 690,000 shares (-41.4%) from Q1 2026. Appaloosa has held MU since Q2 2023, across 13 quarterly 13F filings. MU is 14.6% of Appaloosa's reported 13F portfolio.

Current Value

$1.1B

Current Shares

975,000

Total Value Change

+$1B

Total Shares Change

-75,000

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
975,000
-41.4%
$1.1B14.6%$1,154.11
0
2026-Q1
Increased
1.7M
+11.0%
$562.5M9.5%$337.79
69
2025-Q4
Increased
1.5M
+200.0%
$428.1M6.2%$285.25
99
2025-Q3
Decreased
500,000
-39.4%
$83.7M1.1%$167.05
0
2025-Q2
Increased
825,000
+106.3%
$101.7M1.6%$122.94
77
2025-Q1
Decreased
400,000
-66.7%
$34.8M0.4%$86.67
0
2024-Q4
Increased
1.2M
+14.3%
$101M1.6%$83.84
55
2024-Q3
Decreased
1.1M
-10.6%
$108.9M1.6%$103.06
0

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